Upcoming Events.

Financial Therapy Skills 101
This 8 hour training is geared towards teaching the practitioner researched based therapeutic skills designed to help them understand why clients think, feel, and do money the way they do. Specifically you will learn:
How and when to use validation, empathy, and effective questions.
Theories of behavioral change
Self of the Planner
Trauma-informed planning
Navigating relational conflict
This course has been approved by the CFP Board for 9.5 hours of continuing education

Financial Therapy Skills 101
This 8 hour training is geared towards teaching the practitioner researched based therapeutic skills designed to help them understand why clients think, feel, and do money the way they do. Specifically you will learn:
How and when to use validation, empathy, and effective questions.
Theories of behavioral change
Self of the Planner
Trauma-informed planning
Navigating relational conflict
This course has been approved by the CFP Board for 9.5 hours of continuing education

Building Relationships that Last
This 2 hour course focuses on how to build and maintain healthy relationships with clients. Specifically you will learn:
The psychology behind building rapport with clients
Effective communication strategies as well as harmful ones
How to repair ruptures if they occur.

Financial Therapy Skills 101
This 8 hour training is geared towards teaching the practitioner researched based therapeutic skills designed to help them understand why clients think, feel, and do money the way they do. Approved for 9.5 hours of continuing education by the CFP Board.